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Kimelman & Baird’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

Kimelman & Baird’s Portfolio ROBO Stock Details ROBO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-401
Closed -$24K – 337
2025
Q2 		$24K Hold
401
– – ﹤0.01% 233
2025
Q1 		$20.7K Hold
401
– – ﹤0.01% 233
2024
Q4 		$22.6K Hold
401
– – ﹤0.01% 233
2024
Q3 		$22.9K Hold
401
– – ﹤0.01% 235
2024
Q2 		$22.1K Buy
+401
New +$22.4K ﹤0.01% 238

Other funds holding ROBO

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
GF
Gray Foundation Cohoes, New York $397M AUM 32.69% 1-Year Est. Return
BFO
Biltmore Family Office Charlotte, North Carolina $716M AUM 21.09% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
MLCM
M & L Capital Management London, United Kingdom $370M AUM 165.61% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

Kimelman & Baird's ROBO Position: Q3 2025 in Review

Kimelman & Baird sold out of ROBO Global Robotics & Automation Index ETF (ROBO) in Q3 2025, closing a stake of 401 shares — an estimated $24K sold.

Kimelman & Baird first reported a position in ROBO in Q2 2024 and held it in 5 quarters. The position peaked at $24K in Q2 2025. 222 funds tracked by Wall St. Rank hold ROBO as of Q3 2025.

  • Kimelman & Baird reported no remaining ROBO Global Robotics & Automation Index ETF position as of Q3 2025 after selling out during the quarter.
  • Kimelman & Baird sold 401 ROBO Global Robotics & Automation Index ETF shares in Q3 2025, an estimated $24K.
  • Kimelman & Baird first reported a position in ROBO Global Robotics & Automation Index ETF in Q2 2024 and held it in 5 quarters.
  • Kimelman & Baird's ROBO Global Robotics & Automation Index ETF position peaked at $24K in Q2 2025.
  • 222 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q3 2025.

Based on Kimelman & Baird's 13F filing for Q3 2025, filed 25 Nov 2025.